On today’s Unshakeable Retirement, Doug and Dale discuss: How do you keep your clients from getting derailed that entire time it takes more than just being the coach, you have to be motivational and inspirational as the coach, how do you get people? How do you keep people from getting derailed? With the wisdom that we have all gained through 10 chapters of this, I want to go back and redefine or define, again, the American Dream retirement. Can you help define that for us? Contact Dale Website: https://myinvestingcoach.com/ Email: dale@tondrykfinancial.com Phone: 952-401-1671 ..read more

On today’s Unshakeable Retirement, Doug and Dale discuss: Can you share with our listeners what you mean, when you term exit cards? Can we talk for a second about the wildcards and maybe specifically talk about one of the things you talked about in Chapter Nine is debt as one of those retirement wildcards?  How do you plan for something like a pandemic?  What are some of the inputs to certain things that you want our listeners to know about it as it relates to retirement? Contact Dale Website: https://myinvestingcoach.com/ Email: dale@tondrykfinancial.com Phone: 952-401-1671 ..read more

On today’s Unshakeable Retirement, Doug and Dale discuss: Share with our listeners some of the vehicles you use in the magical Middle World that we discussed in the previous chapter with the thing called annuities.  Can you share with us the different kinds of annuities that are out there, and why isn't it our grandfather's annuity any longer? Is there a good, better, best when recommending to your clients based upon certain circumstances? Is it from a good, better, best perspective? Does it depend on the situation of this specific client? Or does the specific client no matter who it is ..read more

On today’s Unshakeable Retirement, Doug and Dale discuss: Can you share a little bit about what each one of those worlds is and why do we even need to define them? How do you then come back and customize a templated game plan for each specific client that you have? Because while the ideas are solid ideas, everybody's situation is different? How do you custom tailor that design or that game plan for each person? Can you talk about the plan for not one game but actually for five games as you get from where you are now to the point of retirement?  In developing a game plan for your clients ..read more

On today’s Unshakeable Retirement, Doug and Dale discuss: About terrifyingly exhilarating  Dangers of making some of the financial decisions in one's life based upon emotions, because isn't that all tied into the terrifyingly exhilarating kind of feeling of the emotional side of the world? Can you maybe share a little bit about what the power of the plan really is? How do you help your clients avoid the dangers of emotional decision making though, because while I say it at the same time, living it and saying it are two separate things, how do you put somebody at ease? Can you share a sto ..read more

On today’s Unshakeable Retirement, Doug and Dale discuss: Do you recall the movie Moneyball?  Why is the sweet spot between the accumulation phase and distribution phase of the retirement plans so much in your strike zone for your clients? Can you talk about your gift which is solving puzzles and not focusing on problems? Why is it so important for you to get buy-in from them when it comes to creating the perfect retirement plan for them? Contact Dale Website: https://myinvestingcoach.com/ Email: dale@tondrykfinancial.com Phone: 952-401-1671 ..read more

On today’s Unshakeable Retirement, Doug and Dale discuss: What ups and downs are we talking about?  Why is it important to keep an eye on taxes, inflation, and pricing?  Can you explain how health or social security or real estate might play a role in having a good retirement?  Contact Dale Website: https://myinvestingcoach.com/ Email: dale@tondrykfinancial.com Phone: 952-401-1671 ..read more

On today’s Unshakeable Retirement, Doug and Dale discuss: Why is it that some people don’t plan for retirement?  What do you say to the person that hasn’t planned for retirement because they have been too busy to plan?  What are some other things that people don’t know that they don’t know?  Some people want to plan on their own and some are a little bit hesitant to trust someone with the money that they have earned hard over the years. So, share with us about the person and the things that they might do for themselves.  What are the legacy tools?  What is your opinio ..read more

On today’s Unshakeable Retirement, Doug and Dale discuss: What was your plan about being a retirement coach?  Tell me about how relationship works between you and your client  Can you share a little bit about you actually coaching your parents through retirement?  In your opinion, what is your winning philosophy when it comes to creating a winning retirement plan?  Contact Dale Website: https://myinvestingcoach.com/ Email: dale@tondrykfinancial.com Phone: 952-401-1671 ..read more

On today’s Unshakeable Retirement, Doug and Dale discuss: Tell me about your family life. Where do you live?  Tell your listeners about business and your philosophy in business.  In your estimation, who would be your ideal strike zone for a client?  How do you define a win when it comes to American dream retirement?  In chapter one, you discuss the opponents in the dream retirement game plan, loss of income, taxes, inflation and being the big ones. Can you share a little bit with each one of those opponents?  The final opponent that we have discussed in the book is he ..read more